We’re excited to announce another exclusive partnership for our Wealthy Adviser Club members!
We’ve teamed up with a specialist admin support company that helps mortgage and protection advisers save time, reduce admin pressure, and complete more cases — without the stress of hiring full-time staff.
As a Wealthy Adviser Club member, you’ll receive 10% off their services for your first 3 months!
💼 Here’s What’s Included
✅ Provider Submission
Once you’ve advised and closed the deal, their team takes care of the rest — submitting applications to providers (mortgage or protection) on your behalf.
They’ll even help get your admin logins set up, saving you hours of manual work.
✅ Case Processing
Their experts input all client data directly into your CRM or network system — and can even draft suitability letters for mortgage and protection cases.
💡 Less admin. More advising.
✅ Pipeline Progression
They’ll chase lenders, solicitors, doctors, and providers — so you don’t have to.
That means faster completions, improved cash flow, and more focus on new business.
✅ Bespoke Admin Services
Need something specific? They can design a custom solution to match your exact business workflow.
✅ Monthly Support Retainer
Get a dedicated admin team without hiring staff.
Hours can be used flexibly for:
- App submissions
- DIP support
- Case chasing
- Client updates
- GP report follow-ups
- Compliance reviews
…and much more.
All work is handled in-house (no outsourcing) to ensure your client data stays secure and compliant.
🕒 How to Get Started
Ready to streamline your business and reclaim your time?
👉 Book a free discovery call using the form below:
🔗 https://form.typeform.com/to/neeZIcnh
🎯 Member Benefit Summary
- Offer: 10% off for your first 3 months
- Available to: Wealthy Adviser Club members only
- Includes: Provider submission, CRM admin, case chasing, bespoke support
Handled by: In-house UK team (no outsourcing)
Join Wealthy Advisers Club Today : Click Here To Join